Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2025 Q3 are currently underway and will close on November 14th. As of this moment, 4,232 funds (~52%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
GCA
2776
Genesee Capital Advisors
New York
$230M +$7.1M +3% 129
EIA
2777
Eastover Investment Advisors
North Carolina
$230M +$6.98M +3% 48
WFC
2778
Western Financial Corp
California
$230M +$43.2M +23% 129
FC
2779
Franchise Capital
Cayman Islands
$230M +$38M +20% 32
CWA
2780
Centerline Wealth Advisors
Kentucky
$230M +$25.9M +13% 48
AI
2781
AXS Investments
New York
$230M -$14.2M -6% 224
RF
2782
rebel Financial
Ohio
$229M +$10.1M +5% 64
5W
2783
5T Wealth
California
$229M +$33M +17% 116
BSAM
2784
Blue Square Asset Management
New York
$229M +$15.8M +7% 81
MAG
2785
MRA Advisory Group
New Jersey
$229M +$15.8M +7% 151
EW
2786
Element Wealth
Mississippi
$229M +$11.9M +5% 200
MHWM
2787
Montz Harcus Wealth Management
Louisiana
$229M +$21.9M +11% 89
ANHIM
2788
Alan N. Hoffman Investment Management
Massachusetts
$229M +$26.2M +13% 15
PWS
2789
Physician Wealth Solutions
Nevada
$229M +$13.4M +6% 46
FOR
2790
Family Office Research
Maryland
$229M +$17.2M +8% 74
ACP
2791
Arcus Capital Partners
Georgia
$229M -$2.58M -1% 139
FF
2792
Foronjy Financial
California
$228M +$14.6M +7% 116
SWM
2793
StoneCrest Wealth Management
Arizona
$228M +$18.3M +9% 81
MAM
2794
Mainsail Asset Management
Alabama
$228M +$66.3M +41% 93
RTL
2795
Red Tortoise LLC
Georgia
$228M +$23.1M +11% 627
BSCCG
2796
Blue Sky Capital Consultants Group
California
$228M +$33.3M +17% 65
CPW
2797
Catalyst Private Wealth
California
$228M +$3.04M +1% 82
BWG
2798
Balanced Wealth Group
Ohio
$228M -$2.56M -1% 70
SC
2799
Summa Corp
Texas
$227M +$35M +18% 82
VCM
2800
Viewpoint Capital Management
Washington
$227M +$23.3M +11% 152